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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,541 | $142,392-98.2% | $119,622-97.9% | $134,532-98.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -66.98% | -12.46%-54.5pp | -14.98%-52.0pp | 418.27%-485.2pp |
| Employer contribution / active EE | $1,019 | $5,224-80.5% | $4,232-75.9% | $4,741-78.5% |
| Participant deferral / active EE | $2,145 | $6,467-66.8% | $5,601-61.7% | $6,401-66.5% |
| Admin fee / account holder | $1,279 | $13,593-90.6% | $10,328-87.6% | $11,429-88.8% |